Mallini Complete Financial Planning LLC
Position in DUK — Duke Energy CORP
CIK 2049540
GAINESVILLE, FL
Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$212,907
-$6,810 QoQ
Shares Held
1,682
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#2,057
of 2,446 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mallini Complete Financial Planning LLC holds $527,792 across 2 Utilities - Regulated Electric names. DUK ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,290 | $314,885 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,682 | $212,907 |
All Filings in DUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,907 | 1,682 | Principal | Sole | 2026-07-08 | |
| 2026-03-31 | $219,717 | 1,678 | Principal | Sole | 2026-04-13 | |
| 2025-09-30 | $207,281 | 1,675 | Principal | Sole | 2025-10-20 | |
| 2025-03-31 | $201,616 | 1,653 | Principal | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||